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CMA

Cedar Mountain Advisors Portfolio holdings

AUM $581M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+12.49%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$581M
AUM Growth
+$69.3M
Cap. Flow
+$9.92M
Cap. Flow %
1.71%
Top 10 Hldgs %
69.73%
Holding
1,227
New
75
Increased
194
Reduced
79
Closed
52

Top Buys

1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.58M
2
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.52M
3
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.12M
4
JFLX
JPMorgan Flexible Debt ETF
JFLX
+$1.02M
5
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$704K

Top Sells

1
MSFT icon
Microsoft
MSFT
+$626K
2
IWM icon
iShares Russell 2000 ETF
IWM
+$410K
3
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$409K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$298K
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$105K

Sector Composition

1 Technology 2.47%
2 Industrials 1.1%
3 Consumer Discretionary 0.8%
4 Financials 0.74%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XHR
976
Xenia Hotels & Resorts
XHR
$1.94B
$794 ﹤0.01%
39
– –
CCS icon
977
Century Communities
CCS
$1.89B
$788 ﹤0.01%
11
-10
-48% -$579
BTU icon
978
Peabody Energy
BTU
$2.73B
$786 ﹤0.01%
34
– –
NSP icon
979
Insperity
NSP
$1.89B
$785 ﹤0.01%
+19
New +$623
VOD icon
980
Vodafone
VOD
$36.2B
$780 ﹤0.01%
59
– –
ITRI icon
981
Itron
ITRI
$3.81B
$779 ﹤0.01%
9
-6
-40% -$512
LRN icon
982
Stride
LRN
$3.71B
$776 ﹤0.01%
9
– –
PEB icon
983
Pebblebrook Hotel Trust
PEB
$2.16B
$776 ﹤0.01%
40
– –
MWA icon
984
Mueller Water Products
MWA
$3.98B
$775 ﹤0.01%
30
– –
WEN icon
985
Wendy's
WEN
$1.48B
$771 ﹤0.01%
+93
New +$665
DEFT
986
Defi Technologies
DEFT
$165M
$771 ﹤0.01%
1,500
– –
PBI icon
987
Pitney Bowes
PBI
$2.51B
$753 ﹤0.01%
43
– –
SMPL icon
988
Simply Good Foods
SMPL
$980M
$744 ﹤0.01%
+56
New +$691
WSR
989
DELISTED
Whitestone REIT
WSR
$739 ﹤0.01%
39
– –
SDGR icon
990
Schrodinger
SDGR
$1.14B
$731 ﹤0.01%
+45
New +$602
LZ icon
991
LegalZoom.com
LZ
$1.33B
$729 ﹤0.01%
119
+59
+98% +$362
CLB icon
992
Core Laboratories
CLB
$523M
$722 ﹤0.01%
62
-68
-52% -$971
ARR
993
Armour Residential REIT
ARR
$2.06B
$715 ﹤0.01%
41
– –
BFAM icon
994
Bright Horizons
BFAM
$4.03B
$709 ﹤0.01%
+10
New +$723
NXRT
995
NexPoint Residential Trust
NXRT
$678M
$698 ﹤0.01%
25
– –
BHE icon
996
Benchmark Electronics
BHE
$2.81B
$691 ﹤0.01%
7
– –
GO icon
997
Grocery Outlet
GO
$934M
$689 ﹤0.01%
+69
New +$568
FLCB icon
998
Franklin US Core Bond ETF
FLCB
$3.06B
$685 ﹤0.01%
+32
New +$685
OKTA icon
999
Okta
OKTA
$26B
$682 ﹤0.01%
5
– –
GEO icon
1000
The GEO Group
GEO
$3.94B
$680 ﹤0.01%
+23
New +$521
38 39
40
41 42

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Cedar Mountain Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Cedar Mountain Advisors held 1,227 positions worth $581M, up 14% from $511M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Cedar Mountain Advisors's Q2 2026 filing shows 75 new, 194 increased, 79 reduced and 52 closed positions. Its largest new stake was JPMorgan Flexible Debt ETF: 20,383 shares worth $1.03M. The largest sale was Microsoft, an estimated $626K.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, up from 2.4% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q2 2026 buy was JPMorgan Flexible Debt ETF: 20,383 shares worth $1.03M.
  • Cedar Mountain Advisors added most to iShares Core MSCI Total International Stock ETF in Q2 2026, an estimated $1.58M increase.
  • Cedar Mountain Advisors's biggest Q2 2026 reduction was Microsoft, cutting an estimated $626K.
  • Cedar Mountain Advisors fully exited Coterra Energy in Q2 2026, selling an estimated $101K.
  • Cedar Mountain Advisors's ten largest holdings make up 70% of its $581M portfolio in Q2 2026.
  • Cedar Mountain Advisors opened 75 new positions and closed 52 in Q2 2026.
  • Cedar Mountain Advisors's portfolio value rose 14% quarter-over-quarter to $581M.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.